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  • Axis Growth Opportunities Fund (Growth)
Axis Mutual Fund

Axis Growth Opportunities Fund (Growth)

EquityLarge & Mid Cap
Top Ranked

27.07

NAV (Feb 23)

21.5%
5 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within large & mid cap mutual funds.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Category Leader

The fund has been a Category Leader on the Fund Size metric

Outperformance Consistency

Satisfactory

The performance of the fund on a Outperformance Consistency metric has been Satisfactory

Scripbox Recommended Large & Mid Cap Funds
Want the large and mid cap funds that are right for your long term equity investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

27.07

NAV (Feb 23)

Fund Returns

Last 1Y
41.1%
Last 3Y
19.8%
Last 5Y
21.5%
Last 10Y
NA
Since Inception
20.5%
6 Month CAGR
19.3%

Scheme Information

Investment Objective

To generate long term capital appreciation by investing in a diversified portfolio of Equity & Equity Related Instruments both in India as well as overseas. However,there can be no assurance that the investment objective of the Scheme will be achieved.

Expense Ratio
1.71
Launched (6y ago)
Oct 22, 2018
AUM in Crores
10849.124
ISIN
INF846K01J79
Lock-in
No Lock-in
Benchmark
Nifty LargeMidcap 250 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
15.1
Standard Deviation (5yr)
17.7
Beta (3yr)
0.96
Beta (5yr)
0.82
Sharpe Ratio (3yr)
1.029
Sharpe Ratio (5yr)
0.861
YTM
0
Fund Managers

Shreyash Devalkar

Fund Manager

Vinayak Jayanath

Fund Manager

Hitesh Das

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Axis Growth Opportunities Fund (Growth)70%12,67,601 5,34,98921.5%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-02-23

Top Stock Holdings

torrent power ltd

5.4%
5.4%

cholamandalam investment and finance co ltd

3.9%
3.9%

coforge ltd

3.2%
3.2%

sundaram finance ltd

3.2%
3.2%

bajaj finance ltd

2.9%
2.9%
See all holdings

Allocation by Sector

financial services

17.4%
17.4%

technology

14.7%
14.7%

consumer cyclical

14.1%
14.1%

industrials

11.6%
11.6%

healthcare

11.5%
11.5%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 13,846 cr

₹ 16,033 cr

₹ 20,949 cr

₹ 11,823 cr

₹ 9,962 cr

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 275,915 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 62 equity,113 debt and 32 hybrid funds.amc-img
022-43255161
customerservice@axismf.com
Fund NameScripbox Opinion
Till Date CAGR

5.6%

7.9%

5.3%

7%

6%

8%

5.2%

7.5%

5.9%

7%

Axis Growth Opportunities Fund (G) Review

Axis Growth Opportunities Fund (G) is a Large & Mid Cap Equity fund and has delivered an annualised return of 20.5% over a period of 5 years. The fund is managed by Axis Asset Management Company Limited. The fund managers are Hitesh Das, Shreyash Devalkar, Vinayak Jayanath.

Nav of Axis Growth Opportunities Fund (G) as of 2/23/2024 is ₹27.07 with the total AUM as of 2/25/2024 is ₹10849.124. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Growth Opportunities Fund (G) was launched on Oct 22, 2018. The category risk of the fund is Very High Risk.

The minimum SIP amount for Axis Growth Opportunities Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Axis Growth Opportunities Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty LargeMidcap 250 TR INR.

Axis Growth Opportunities Fund (G) is rated as a 4 fund in Equity and delivered 41.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Axis Growth Opportunities Fund (G).

Frequently Asked Questions

What is Axis Growth Opportunities Fund (G)?

Axis Growth Opportunities Fund (G) is a Large & Mid Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Axis Growth Opportunities Fund (G)?

You can invest in Axis Growth Opportunities Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Axis Growth Opportunities Fund (G)?

The minimum sip amount for Axis Growth Opportunities Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Axis Growth Opportunities Fund (G) good to invest in?

As per Scripbox experts, Axis Growth Opportunities Fund (G) is a Top Ranked fund. You can investAxis Growth Opportunities Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Axis Growth Opportunities Fund (G)?

The expense ratio of the Axis Growth Opportunities Fund (G) is 1.71% for regular plan.